MSC Industrial Direct Co., Inc. (NYSE:MSM)

CAPS Rating: 3 out of 5

The Company and its subsidiaries are direct marketers of a range of industrial products to industrial customers throughout the United States, distributing a full line of industrial products for maintenance, repair and operations supplies requirements.

MSM News and Commentary

Caps

How do you think MSM will perform against the market?

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All Players

480 Outperform
14 Underperform
 

All-Star Players

174 Outperform
3 Underperform
 

Wall Street

10 Outperform
0 Underperform
 

Top MSM Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

Superball (92.02)
Submitted December 15, 2009

How many companies out there are holding back on their supply orders due to lack of current purchasing power? What will happen in better times when these companies are ready to restock? MSM will be ready for them, and boy will the profits for this… More

adlib5 (< 20)
Submitted May 13, 2008

These may become trying times for business who use this service, even if busuness is good WW grainger is the company in this business with a large moat as well as a lower P/E right now. Of course management could always have a plan. Its probably not… More

MSM VS S&P 500 (SPY)

Recent Community Commentary

Read the most recent pitches from players about MSM.

Recs

0
Member Avatar PatientJC (40.64) Submitted: 2/10/2014 11:40:55 AM : Outperform Start Price: $75.01 MSM Score: -36.98

Superior fundamentals

Recs

0
Member Avatar TMFBillyTheKid (90.72) Submitted: 4/23/2013 2:48:10 PM : Outperform Start Price: $70.22 MSM Score: -51.15

Boring, industrial distributor that operates in a business with great economics. ROIC over 18% for past 15 years. Highly-fragmented industry with an opportunity to gain market share.

Recs

0
Member Avatar TMFOpie (92.37) Submitted: 11/8/2012 7:13:16 AM : Outperform Start Price: $63.06 MSM Score: -61.45

A leader in helping industrial and manufacturing companies ring the cash register by managing inventories. MSC's BlueBook is legendary in the metal tooling and industrial supply biz. The company offers more than 600k SKUs and overnight shipping at same price. Only 40% of its business is via the internet now and growing. The next CEO (only the 4th in the company's 80 year history) built the internet platform and has been at MSC since the late 90s. The company handled the transition very well, making the announcement two years ago. The stock isn't expensive and while there are ISM risks and manufacturing slowdowns, MSC has navigated these before and will again. Thumbs up.

Leaderboard

Find the members with the highest scoring picks in MSM.

Score Leader

CPKB

CPKB (79.58) Score: +107.13

The Score Leader is the player with the highest score across all their picks in MSM.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
youyisi 95.22 1/22/2008 Outperform 3Y $28.31 +181.13% +110.64% +70.49 0 Comment
tttchicattt 96.11 4/7/2011 Underperform 3M $65.01 +22.45% +92.71% +70.26 0 Comment
obelix2u2 69.64 11/15/2006 Outperform 3Y $30.73 +159.06% +95.55% +63.51 0 Comment
Idontknow1452 < 20 11/15/2006 Outperform 1Y $30.73 +159.06% +95.55% +63.51 0 Comment
PabloPereiro 89.65 12/14/2006 Outperform 1Y $31.45 +153.13% +92.37% +60.76 0 Comment
Uberchota 98.55 11/29/2006 Outperform 1Y $31.51 +152.61% +95.56% +57.06 0 Comment
babsorchen 97.22 12/20/2006 Outperform NS $31.98 +148.91% +92.05% +56.86 0 Comment
snoopaloop 27.27 11/20/2006 Outperform 5Y $31.76 +150.62% +94.59% +56.03 0 Comment
schaef418 60.54 11/3/2006 Outperform 3Y $31.33 +154.11% +98.80% +55.31 0 Comment
kkubek 63.19 11/27/2006 Outperform NS $32.13 +147.72% +94.65% +53.07 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
trackstephensinc 60.18 1/11/2013 Outperform NS $67.63 +17.70% +74.86% -57.16 0 Comment
TrackPoisedTo < 20 10/22/2012 Outperform 5Y $63.75 +24.87% +79.61% -54.74 0 Comment
TrackJanney 83.00 9/17/2012 Outperform NS $66.53 +19.64% +74.98% -55.33 0 Comment
TrackLongbow 95.81 6/18/2012 Outperform NS $59.35 +34.11% +92.48% -58.36 0 Comment
TrackRS7Signs 43.50 1/3/2012 Outperform 5Y $70.74 -11.26% +5.74% -17.00 7/9/2012 @ $62.77 0 Comment
TrackUBS 91.79 12/5/2011 Outperform NS $66.64 +29.55% +47.66% -18.12 3/20/2014 @ $86.33 0 Comment
TrackBarclaysCap 91.80 10/14/2011 Outperform NS $63.75 +12.25% +20.65% -8.39 9/13/2012 @ $71.56 0 Comment
TrackBBTCapMkts 88.46 8/12/2011 Outperform NS $51.46 +54.67% +118.00% -63.33 0 Comment
TrackJesupLamont 74.81 5/14/2010 Outperform NS $45.93 +73.31% +123.34% -50.03 0 Comment
TrackJefferies 83.61 1/29/2009 Outperform NS $30.32 +162.51% +203.80% -41.29 0 Comment
TrackRWBaird 90.29 1/9/2009 Outperform NS $29.32 +171.53% +187.04% -15.51 0 Comment
TrackRonBaron 77.43 9/30/2007 Outperform NS $41.16 +93.38% +76.55% +16.83 3 Comments
TrackWMBlair 77.43 4/5/2007 Outperform NS $38.40 +107.28% +88.90% +18.38 0 Comment
TrackRWBaird 90.29 3/8/2007 Outperform NS $44.07 +1.24% +3.71% -2.47 11/13/2007 @ $44.62 0 Comment
TrackMatrix < 20 1/9/2007 Outperform NS $38.61 +104.65% -2.30% +106.95 4/17/2012 @ $79.01 0 Comment

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